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920 hedge funds and large institutions have $30.8B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 335 increasing their positions, 375 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $79.2M | Put options by funds: $47.8M

1.47% more ownership

Funds ownership: 94.12%95.6% (+1.5%)

3% less funds holding

Funds holding: 952920 (-32)

11% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 101

12% less capital invested

Capital invested by funds: $35.2B → $30.8B (-$4.37B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
920
Holders Change
-32
Holders Change %
-3.36%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
89
Increased
335
Reduced
375
Closed
101
Calls
$79.2M
Puts
$47.8M
Net Calls
+$31.5M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
801
Harbor Investment Advisory
Maryland
$32.3K
IUHSA
802
Itau Unibanco Holding S.A.
Brazil
$31K -$3.94K -8 -10%
SCA
803
Stuart Chaussee & Associates
California
$30.2K
RA
804
Ransom Advisory
Rhode Island
$29.4K
TCM
805
Tradewinds Capital Management
Washington
$29.4K +$5.91K +12 +21%
OP
806
ORG Partners
Indiana
$28.1K +$3.94K +8 +13%
FNWA
807
Financial Network Wealth Advisors
Utah
$27.7K +$2.96K +6 +10%
WBC
808
West Branch Capital
Massachusetts
$27.3K
ST
809
Smithfield Trust
Pennsylvania
$27K
MCM
810
MV Capital Management
Maryland
$26.4K -$2.46K -5 -7%
MA
811
MCF Advisors
Kentucky
$25.2K
TCOV
812
Trust Company of Vermont
Vermont
$25.2K
FFA
813
Frazier Financial Advisors
Ohio
$24.8K
BOJHT
814
Bank of Jackson Hole Trust
Wyoming
$24.4K
FMII
815
Farmers & Merchants Investments Inc
Nebraska
$23.1K
EB
816
Eastern Bank
Massachusetts
$23.1K +$1.97K +4 +8%
GWM
817
Geneos Wealth Management
Colorado
$23.1K +$22.7K +46 +511%
AGWCA
818
Annis Gardner Whiting Capital Advisors
Florida
$22.2K -$6.41K -13 -20%
AAG
819
Armstrong Advisory Group
Massachusetts
$21.3K
C
820
Covestor
United Kingdom
$21K
CA
821
CoreCap Advisors
Michigan
$21K
MA
822
Montag & Associates
Georgia
$21K
KFI
823
Key Financial Inc
Pennsylvania
$19.7K +$493 +1 +2%
BTD
824
BankPlus Trust Department
Mississippi
$19.7K +$21.7K +44 +1,467%
CHC
825
City Holding Co
West Virginia
$19.3K +$22.7K +46 New

IT Hedge Fund Activity: Q1 2025 in Review

920 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2025, worth a combined $30.8B — down 12% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IT and 89 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 335 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $459M. The largest seller was Massachusetts Financial Services, cutting an estimated $509M.

  • 920 institutional investors held Gartner (IT) as of Q1 2025, down from 952 in Q4 2024.
  • Funds reported $30.8B of Gartner stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new Gartner positions in Q1 2025 and 101 closed out, a net change of -12 holders.
  • The largest Gartner buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $459M added.
  • The largest Gartner seller in Q1 2025 was Massachusetts Financial Services, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.